Crews

Free Web App

Crews are named groups of personnel (and their usual equipment) that work together. Instead of assigning five people to a project one at a time, you assign the “Dirt Crew” and everyone who’s in it gets added to the project, along with any equipment associated with the crew.

Available on all plans. Owner and Manager roles can create, edit, and delete crews.

Creating a crew

1. Go to Resources → Personnel (crews live inside the personnel page).
2. Click the Crews tab or section.
3. Click Add Crew.
4. Enter:
   • Name — e.g. “Excavation Crew A”, “North Yard Dirt Team”.
   • Description (optional).
   • Personnel — check the boxes next to team members. Each person’s crewId field updates to reference this crew.
   • Equipment — check equipment that “belongs” to this crew. Their crewId updates too.
5. Save.

A crew starts with isActive: true and is available everywhere a crew dropdown appears.

Assigning crews to projects & bids

Projects and bids both have an assignedCrewIds field. When you pick a crew on either:

• All crew members get added to assignedPersonnelIds automatically.
• All crew-linked equipment gets added to assignedEquipmentIds.
• You can still add or remove individual people and pieces of equipment after — the crew assignment is a starting point, not a lock.

This is a big time-saver when you run the same teams on most jobs. Spend 30 seconds setting up your crew rosters once and save 2 minutes on every bid afterwards.

Crew vs individual assignment

Assigning a crew is optional. You can:

• Assign a crew only.
• Assign a crew AND add extra individuals.
• Skip crews entirely and pick each person one by one.

All three paths produce the same final assignedPersonnelIds list on the project or bid.

When crews earn their keep

Crews are most useful when the same group of people + same equipment reliably work together. If your team composition changes every job, direct personnel assignment is fine — crews add overhead without benefit.

On the mobile app

Crews aren’t a separate mobile navigation target, but the concept flows through:

• Personnel records carry crewId, so a field user can see which crew they’re on in their own profile.
• Project detail views show the assigned crew(s) by name.
• Foremen see all people assigned via the project’s crew in their team roster.

Active / inactive

A crew can be deactivated (soft-delete) with the eye-off icon. Inactive crews disappear from dropdowns but their historical assignments on old bids/projects remain intact.

Next steps

Personnel Add team members before building crews.

Equipment Tag equipment to crews so it rides along on assignments.

Projects Where crew assignment pays off.